In 2020 voted as one of the UK's top Financial Advisers in The Times newspaper. I'm a Chartered Financial Planner and Final Salary Pension Specialist, meaning I am one of the few advisers in the UK qualified to advise on all pension schemes.
I help company directors, self employed and individuals on all aspects of their personal financial planning needs, most commonly investment, tax, insurance and retirement planning.
I can make your life easier by helping you plan your finances efficiently and cost effectively.
Why Choose Me?
- Chartered Financial Planner & Fellow of the Chartered Insurance Institute (the highest qualification attainable, fewer than 4% of UK advisers have achieved this standard).
- Independent - research and recommend from the whole of the market.
- Discounted access to Investments and Products.
- Fixed Fees.
- Introductory Meeting at my Expense with No Obligation to Proceed.
- Cashflow Modelling.
- Local and Reliable – Personal Service.
Windsor F P, Torfaen, SA12 6BX
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